Monument Capital Management - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 26, 2026, for the 2025 Q4 period, Monument Capital Management held in its portfolio 220 assets valued at $401,961,932 (i.e. $401.96M).
The most valuable assets in the portfolio included: MICROSOFT CORP ($15.00M), APPLE INC ($9.15M), and ISHARES TR ($8.86M).
The chart below shows the top 10 valuable assets, and the table below shows the top 220 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Monument Capital Management - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| MICROSOFT CORP | 31005 | 14994558 | COM |
| APPLE INC | 33643 | 9146128 | COM |
| ISHARES TR | 59591 | 8860581 | CORE S&P TTL STK |
| CATERPILLAR INC | 14418 | 8259816 | COM |
| ISHARES TR | 17217 | 8148772 | RUS 1000 GRW ETF |
| ISHARES TR | 19829 | 7405020 | RUS 1000 ETF |
| ISHARES TR | 50810 | 6957907 | RUS MD CP GR ETF |
| EMCOR GROUP INC | 11255 | 6885752 | COM |
| VANGUARD SCOTTSDALE FDS | 52274 | 6364360 | VNG RUS1000GRW |
| WALMART INC | 53103 | 5916261 | COM |
| COMFORT SYS USA INC | 6294 | 5874281 | COM |
| ALPHABET INC | 18485 | 5785695 | CAP STK CL A |
| FIRST TR EXCHANGE TRADED FD | 92440 | 5578746 | FINLS ALPHADEX |
| INVESCO QQQ TR | 8981 | 5517224 | UNIT SER 1 |
| SELECT SECTOR SPDR TR | 45872 | 5400041 | STATE STREET COM |
| ISHARES TR | 55124 | 5307315 | JPMORGAN USD EMG |
| VANGUARD SCOTTSDALE FDS | 61456 | 5146908 | INT-TERM CORP |
| RALPH LAUREN CORP | 14470 | 5116801 | CL A |
| FIRST TR EXCHANGE TRADED FD | 63920 | 5105328 | INDLS PROD DUR |
| SELECT SECTOR SPDR TR | 34386 | 4950620 | STATE STREET TEC |
| AMPHENOL CORP NEW | 36533 | 4937060 | CL A |
| SELECT SECTOR SPDR TR | 114825 | 4901875 | STATE STREET UTI |
| ISHARES TR | 40903 | 4881773 | 3 7 YR TREAS BD |
| ISHARES TR | 50220 | 4781948 | MBS ETF |
| ISHARES TR | 93040 | 4732014 | FLTG RATE NT ETF |
| MCKESSON CORP | 5637 | 4624071 | COM |
| ISHARES INC | 83457 | 4499175 | MSCI SPAIN ETF |
| ISHARES INC | 123819 | 4391860 | MSCI AUSTRIA ETF |
| UBIQUITI INC | 7889 | 4365607 | COM |
| ANGLOGOLD ASHANTI PLC | 50616 | 4316532 | COM SHS |
| CASEYS GEN STORES INC | 7773 | 4296425 | COM |
| VANGUARD TAX-MANAGED FDS | 65587 | 4097208 | VAN FTSE DEV MKT |
| ISHARES INC | 74919 | 4070363 | MSCI ITALY ETF |
| MGIC INVT CORP WIS | 138719 | 4053368 | COM |
| CARDINAL HEALTH INC | 19662 | 4040541 | COM |
| ISHARES INC | 36462 | 4011948 | MSCI ISRAEL ETF |
| JPMORGAN CHASE & CO. | 12451 | 4011814 | COM |
| TAPESTRY INC | 28959 | 3700091 | COM |
| EXELIXIS INC | 83627 | 3665371 | COM |
| EBAY INC. | 41283 | 3595749 | COM |
| NVIDIA CORPORATION | 19203 | 3581324 | COM |
| ISHARES INC | 164968 | 3505570 | MSCI HONG KG ETF |
| PEGASYSTEMS INC | 56370 | 3366397 | COM |
| ARMSTRONG WORLD INDS INC NEW | 17459 | 3336476 | COM |
| HARTFORD INSURANCE GROUP INC | 24047 | 3313646 | COM |
| JOHNSON & JOHNSON | 15720 | 3253307 | COM |
| PROGRESSIVE CORP | 14110 | 3213071 | COM |
| SYNCHRONY FINANCIAL | 38367 | 3200959 | COM |
| TOPBUILD CORP | 7512 | 3133739 | COM |
| JABIL INC | 13678 | 3118860 | COM |
| NRG ENERGY INC | 19488 | 3103269 | COM NEW |
| TRANE TECHNOLOGIES PLC | 7933 | 3087524 | SHS |
| BROADCOM INC | 8517 | 2947650 | COM |
| RADIAN GROUP INC | 81751 | 2942223 | COM |
| VANGUARD WHITEHALL FDS | 20474 | 2938428 | HIGH DIV YLD |
| APPLIED MATLS INC | 11413 | 2933010 | COM |
| ALLSTATE CORP | 14040 | 2922521 | COM |
| HOULIHAN LOKEY INC | 16337 | 2845796 | CL A |
| LAM RESEARCH CORP | 16403 | 2807866 | COM NEW |
| INCYTE CORP | 28383 | 2803389 | COM |
| EXPEDIA GROUP INC | 9817 | 2781254 | COM NEW |
| COCA-COLA EUROPACIFIC PARTNE | 30523 | 2768436 | SHS |
| VANGUARD INDEX FDS | 7924 | 2656672 | TOTAL STK MKT |
| ELI LILLY & CO | 2428 | 2609851 | COM |
| DILLARDS INC | 4198 | 2545415 | CL A |
| AMAZON COM INC | 10796 | 2491933 | COM |
| PROCTER AND GAMBLE CO | 17162 | 2459511 | COM |
| EVERCORE INC | 7114 | 2420524 | CLASS A |
| QUANTA SVCS INC | 5615 | 2369991 | COM |
| C H ROBINSON WORLDWIDE INC | 14222 | 2286329 | COM NEW |
| ISHARES INC | 30701 | 2112224 | MSCI STH AFR ETF |
| VISA INC | 6019 | 2110966 | COM CL A |
| INVESCO EXCHANGE TRADED FD T | 10440 | 1999950 | S&P500 EQL WGT |
| MERCK & CO INC | 18690 | 1967282 | COM |
| ISHARES INC | 47224 | 1907850 | MSCI CHILE ETF |
| META PLATFORMS INC | 2852 | 1882870 | CL A |
| ISHARES INC | 26783 | 1856865 | MSCI MEXICO ETF |
| FLOWSERVE CORP | 24912 | 1728395 | COM |
| GILEAD SCIENCES INC | 13794 | 1693076 | COM |
| EXXON MOBIL CORP | 13995 | 1684105 | COM |
| WW GRAINGER INC | 1559 | 1572833 | COM |
| HOME DEPOT INC | 4436 | 1526563 | COM |
| BERKSHIRE HATHAWAY INC DEL | 2 | 1509600 | CL A |
| INVESCO EXCHANGE TRADED FD T | 32009 | 1456749 | S&P500 EQL TEC |
| ABBVIE INC | 6211 | 1419201 | COM |
| COCA COLA CO | 19087 | 1334380 | COM |
| CISCO SYS INC | 15807 | 1217613 | COM |
| ALPHABET INC | 3751 | 1177134 | CAP STK CL C |
| TJX COS INC NEW | 7383 | 1134078 | COM |
| WASTE MGMT INC DEL | 5129 | 1126943 | COM |
| MASTERCARD INCORPORATED | 1965 | 1121625 | CL A |
| TRUIST FINL CORP | 22284 | 1096596 | COM |
| NETFLIX INC | 11573 | 1085084 | COM |
| ORACLE CORP | 5553 | 1082255 | COM |
| CONSOLIDATED EDISON INC | 10777 | 1070329 | COM |
| PHILIP MORRIS INTL INC | 6502 | 1042891 | COM |
| AMERICAN ELEC PWR CO INC | 8694 | 1002549 | COM |
| SERVICE CORP INTL | 12671 | 987952 | COM |
| PALANTIR TECHNOLOGIES INC | 5341 | 949363 | CL A |
| AMGEN INC | 2788 | 912530 | COM |
| MURPHY USA INC | 2231 | 900250 | COM |
| SPDR S&P 500 ETF TR | 1309 | 892457 | TR UNIT |
| GE AEROSPACE | 2817 | 867727 | COM NEW |
| WELLS FARGO CO NEW | 9178 | 855390 | COM |
| CHEVRON CORP NEW | 5606 | 854399 | COM |
| OREILLY AUTOMOTIVE INC | 9271 | 845608 | COM |
| BOOKING HOLDINGS INC | 155 | 830315 | COM |
| FOX CORP | 10618 | 775857 | CL A COM |
| DUKE ENERGY CORP NEW | 6460 | 757177 | COM NEW |
| SYNOPSYS INC | 1600 | 751552 | COM |
| ARES CAPITAL CORP | 36166 | 731636 | COM |
| CITIGROUP INC | 5963 | 695822 | COM NEW |
| COSTCO WHSL CORP NEW | 801 | 690671 | COM |
| TESLA INC | 1439 | 647147 | COM |
| VANGUARD INTL EQUITY INDEX F | 4456 | 628566 | TT WRLD ST ETF |
| PULTE GROUP INC | 5339 | 626051 | COM |
| SIMON PPTY GROUP INC NEW | 3325 | 615548 | COM |
| NUCOR CORP | 3771 | 615100 | COM |
| EATON CORP PLC | 1922 | 612179 | SHS |
| NOVARTIS AG | 4386 | 604698 | SPONSORED ADR |
| HSBC HLDGS PLC | 7520 | 591598 | SPON ADR NEW |
| HERCULES CAPITAL INC | 30960 | 582667 | COM |
| ARCH CAP GROUP LTD | 6035 | 578877 | ORD |
| J P MORGAN EXCHANGE TRADED F | 10109 | 578639 | EQUITY PREMIUM |
| ALTRIA GROUP INC | 9967 | 574686 | COM |
| MCDONALDS CORP | 1842 | 562837 | COM |
| BLACKSTONE SECD LENDING FD | 21187 | 557845 | COMMON STOCK |
| ISHARES TR | 3311 | 556034 | CORE S&P US GWT |
| NEXTERA ENERGY INC | 6790 | 545119 | COM |
| FAIR ISAAC CORP | 320 | 540998 | COM |
| GOLDMAN SACHS GROUP INC | 604 | 531018 | COM |
| CENCORA INC | 1552 | 524188 | COM |
| BERKSHIRE HATHAWAY INC DEL | 1042 | 523761 | CL B NEW |
| MUELLER INDS INC | 4236 | 486293 | COM |
| RADIANT LOGISTICS INC | 76500 | 484245 | COM |
| WEC ENERGY GROUP INC | 4525 | 477207 | COM |
| TOTALENERGIES SE | 7245 | 473968 | ACT |
| LOCKHEED MARTIN CORP | 924 | 446710 | COM |
| MARATHON PETE CORP | 2701 | 439308 | COM |
| THERMO FISHER SCIENTIFIC INC | 758 | 438941 | COM |
| PARKER-HANNIFIN CORP | 497 | 437104 | COM |
| DIMENSIONAL ETF TRUST | 11012 | 435965 | US CORE EQUITY 2 |
| VENTAS INC | 5606 | 433792 | COM |
| INVESCO EXCH TRADED FD TR II | 8855 | 433759 | DORSEY WRGT DVLP |
| HENRY JACK & ASSOC INC | 2376 | 433627 | COM |
| ROYAL CARIBBEAN GROUP | 1540 | 429537 | COM |
| GE VERNOVA INC | 655 | 428088 | COM |
| AUTOZONE INC | 124 | 420546 | COM |
| FIRST TR EXCHANGE TRADED FD | 26313 | 412303 | INDXX NAT RE ETF |
| WELLTOWER INC | 2218 | 411626 | COM |
| SIXTH STREET SPECIALTY LENDI | 18582 | 403601 | COM |
| ILLINOIS TOOL WKS INC | 1620 | 399059 | COM |
| AFLAC INC | 3615 | 398590 | COM |
| CAPITAL ONE FINL CORP | 1592 | 385952 | COM |
| LOWES COS INC | 1587 | 382670 | COM |
| AT&T INC | 15334 | 380897 | COM |
| TRAVELERS COMPANIES INC | 1311 | 380248 | COM |
| GOLUB CAP BDC INC | 28004 | 380014 | COM |
| PEPSICO INC | 2610 | 374563 | COM |
| INTERDIGITAL INC | 1173 | 373460 | COM |
| PACKAGING CORP AMER | 1807 | 372658 | COM |
| FIDUS INVT CORP | 19039 | 367453 | COM |
| AMERICAN EXPRESS CO | 968 | 358213 | COM |
| INSTALLED BLDG PRODS INC | 1360 | 352770 | COM |
| SOUTHERN CO | 4019 | 350417 | COM |
| ASTRAZENECA PLC | 3809 | 350161 | SPONSORED ADR |
| ABBOTT LABS | 2774 | 347507 | COM |
| SPDR DOW JONES INDL AVERAGE | 707 | 339763 | UT SER 1 |
| UNITED RENTALS INC | 416 | 336677 | COM |
| VERIZON COMMUNICATIONS INC | 8085 | 329302 | COM |
| DELL TECHNOLOGIES INC | 2593 | 326381 | CL C |
| BUCKLE INC | 6055 | 323458 | COM |
| SEAGATE TECHNOLOGY HLDNGS PL | 1156 | 318351 | ORD SHS |
| BOSTON SCIENTIFIC CORP | 3320 | 316562 | COM |
| CBOE GLOBAL MKTS INC | 1238 | 310738 | COM |
| VALERO ENERGY CORP | 1907 | 310441 | COM |
| BANK NEW YORK MELLON CORP | 2672 | 310213 | COM |
| BANK AMERICA CORP | 5609 | 308474 | COM |
| IRON MTN INC DEL | 3545 | 294065 | COM |
| CUMMINS INC | 569 | 290446 | COM |
| FIRST BANCORP P R | 13777 | 285597 | COM NEW |
| KINDER MORGAN INC DEL | 10299 | 283120 | COM |
| NEWMONT CORP | 2815 | 281078 | COM |
| MARRIOTT INTL INC NEW | 893 | 277050 | CL A |
| STEEL DYNAMICS INC | 1631 | 276387 | COM |
| 3M CO | 1725 | 276173 | COM |
| INTERNATIONAL BUSINESS MACHS | 902 | 267260 | COM |
| MURPHY OIL CORP | 8495 | 265469 | COM |
| KLA CORP | 216 | 262457 | COM NEW |
| AMERICAN INTL GROUP INC | 3001 | 256745 | COM NEW |
| UNION PAC CORP | 1099 | 254330 | COM |
| GSK PLC | 5105 | 250349 | SPONSORED ADR |
| BLACKROCK INC | 230 | 246346 | COM |
| VICI PPTYS INC | 8739 | 245741 | COM |
| VALE S A | 18765 | 244508 | SPONSORED ADS |
| SPOTIFY TECHNOLOGY S A | 418 | 242737 | SHS |
| MEDTRONIC PLC | 2526 | 242648 | SHS |
| CINTAS CORP | 1236 | 232455 | COM |
| ISHARES TR | 4386 | 231142 | ESG SELECT SCRE |
| HCA HEALTHCARE INC | 493 | 230335 | COM |
| EMERSON ELEC CO | 1684 | 223493 | COM |
| AUTOMATIC DATA PROCESSING IN | 834 | 214569 | COM |
| CAL MAINE FOODS INC | 2688 | 213884 | COM NEW |
| COCA COLA CONS INC | 1368 | 209787 | COM |
| INTUITIVE SURGICAL INC | 369 | 208987 | COM NEW |
| COMCAST CORP NEW | 6952 | 207795 | CL A |
| REALTY INCOME CORP | 3677 | 207272 | COM |
| ISHARES TR | 981 | 206344 | RUS 1000 VAL ETF |
| EVERSOURCE ENERGY | 3033 | 204212 | COM |
| PROSHARES TR | 3855 | 203240 | ULTRAPRO QQQ |
| KONTOOR BRANDS INC | 3319 | 202758 | COM |
| GRAHAM HLDGS CO | 184 | 202142 | COM CL B |
| CARETRUST REIT INC | 5561 | 201086 | COM |
| APPLE HOSPITALITY REIT INC | 16444 | 194861 | COM NEW |
| BROADSTONE NET LEASE INC | 11147 | 193623 | COM |
| DHT HOLDINGS INC | 13716 | 167472 | SHS NEW |
| MEDICAL PPTYS TRUST INC | 33300 | 166500 | COM |
| RPC INC | 15524 | 84451 | COM |
| AMBEV SA | 10148 | 25066 | SPONSORED ADR |
| INOTIV INC | 32421 | 18224 | COM |
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